Advisor Alert: Our Attorneys Are Investigating Bart James Bohrer For Investment Fraud
Did You Lose Money Because of Bart Bohrer?
Filed: January 16, 2024
Bart James Bohrer has been the subject of five (5) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.
Let’s begin our Patil Law Advisor Alert with a summary report on Bart James Bohrer.
Who Is Bart James Bohrer of Calton & Associates, Inc.?
- Advisor Name: Bart James Bohrer
- Aliases: Bart Bohrer
- CRD: 4315654
- Location: Tampa, Florida and Minot, North Dakota
- Current Employer: Calton & Associates, Inc.
- Previous Firms: Capital Financial Services, Inc.
- Number of Known Customer Complaints: 5
- Can Bart Bohrer Be Sued: Yes, in Private Arbitration
- Can Bart Bohrer’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
- Highest Damages Allegation: $489,681.94
- Highest Settlement: $578,845.85
If you have suffered investment losses by Bart Bohrer, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.
Customer Complaints Filed Against Bart Bohrer For Broker Misconduct
As of this publication date, Bart Bohrer has been the subject of 5 customer disputes. Let’s review them below.
In July 2020, a FINRA arbitration was filed against or in reference to Bart Bohrer by a customer of Capital Financial Services, Inc. alleging breach of fiduciary duties, violations of Georgia Uniform Securities Act, breach of contract, and negligence. Per the customer, he/she lost over $489,681.94 because of Mr. Bohrer’s actions. An arbitration panel found that Bohrer was negligent and awarded $578,845.85 in favor of the customers.
In March 2020, a FINRA arbitration was filed against or in reference to Bart Bohrer by a customer of Calton & Associates alleging breach of fiduciary duty, misrepresentation, and violation of Indiana State securities laws. Per the customer, he/she lost over $400,000 because of Mr. Bohrer’s actions. On March 1, 2021, Mr. Bohrer settled the claim for $6,666.67.
In January 2020, a FINRA arbitration was filed against or in reference to Bart Bohrer by a customer of Capital Financial Services, Inc. alleging breach of fiduciary duty, violations of federal, and state securities laws, and negligent supervision or hiring. Per the customer, he/she lost over $200,000 because of Mr. Bohrer’s actions. On September 29, 2020, Mr. Bohrer settled the claim for $5,417.
In October 2019, a FINRA arbitration was filed against or in reference to Bart Bohrer by a customer of Capital Financial Services, Inc. alleging violations of federal securities laws, breach of contract, and breach of fiduciary duty. Per the customer, he/she lost over $5,000 because of Mr. Bohrer’s actions. On October 7, 2020, Mr. Bohrer settled the claim for $5,417.
In March 2019, a FINRA arbitration was filed against or in reference to Bart Bohrer by a customer of Capital Financial Services, Inc. alleging violations of Federal Securities Laws, violations of Minnesota Securities Act, and Violation of FINRA rules. Per the customer, he/she lost over $445,000 because of Mr. Bohrer’s actions. On October 7, 2020, Mr. Bohrer settled the claim for $14,999.
How To File A Claim Against Bart Bohrer of Calton & Associates, Inc. (previously with Capital Financial Services, Inc.) To Get Your Money Back.
If you have questions about Bart Bohrer, Calton & Associates, Capital Financial Services, Inc., or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll free at 1-800-950-6553.